Plan Snapshot
- Plan Sponsor: Lancaster Orthopedic Group, P.C.
- Sponsor EIN: 232936169
- Sponsor Address: 231 GRANITE RUN DRIVE, LANCASTER, PA, 176016823
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $34.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $34.2M | $710,384 | $1.0M |
| 2023 | 207 | $32.6M | $454,882 | $884,835 |
| 2022 | 167 | $27.0M | $888,388 | $666,520 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WALZ GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALZ GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $93,643 | $93,643 | — | — | — |
| 2023 | $107,067 | $107,067 | — | — | — |
| 2022 | $95,615 | $95,615 | — | — | — |